FundLens
18
Dividend YieldAvoid

Sundaram Dividend Yield

Sundaram · Direct–Growth · rank #11 / 12 Smart Score ke hisaab se

Data updated

Sundaram Dividend Yield ka score 18/100 hai — 12 mein #11 Dividend Yield fund (Avoid). Mazbooti: utaar-chadhaav (category mein 61th percentile). Kamzori: 3 saal ka return (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-0.8%
-3.5% index ke muqable
3 saal
10.6%
-0.8% index ke muqable
5 saal
9.9%
-0.4% index ke muqable
Launch se
13.1%

Risk metrics

Sharpe ratio
0.45
↑ jitna zyada, utna accha
Sortino ratio
↑ jitna zyada, utna accha
Std deviation
14.27
↓ jitna kam, utna accha
Alpha
-0.67
↑ jitna zyada, utna accha
Beta
0.88
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.